BC
SPGI icon

Brookfield Corp’s S&P Global SPGI Stock Holding History

Brookfield Corp’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,480
Closed -$2.6M – 473
2023
Q2 		$2.6M Buy
6,480
+2,623
+68% +$958K 0.01% 377
2023
Q1 		$1.33M Sell
3,857
-6,921
-64% -$2.44M 0.01% 469
2022
Q4 		$3.61M Buy
+10,778
New +$3.55M 0.01% 314
2022
Q3 		– Sell
-20,102
Closed -$6.78M – 763
2022
Q2 		$6.78M Buy
20,102
+17,486
+668% +$6.23M 0.03% 203
2022
Q1 		$1.07M Buy
+2,616
New +$1.07M ﹤0.01% 489
2020
Q4 		– Sell
-1,859
Closed -$670K – 519
2020
Q3 		$670K Sell
1,859
-11,295
-86% -$3.99M ﹤0.01% 326
2020
Q2 		$4.33M Buy
+13,154
New +$3.96M 0.02% 153

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return